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Professional Financial Solutions

Latest statistics and disclosures from Professional Financial Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001036215

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Positions held by Professional Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Professional Financial Solutions

Professional Financial Solutions holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	13.3	$14M	192k	74.17	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	12.9	$14M	230k	59.54	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.9	$14M	294k	46.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.6	$10M	298k	34.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.7	$9.3M	134k	69.67	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.5	$9.1M	229k	39.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.6	$7.1M	147k	47.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.0	$4.2M	128k	33.08	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.0	$3.2M	138k	22.90	View chart
Broadcom (AVGO)	2.8	$3.0M	8.6k	346.10	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.5	$2.7M	78k	34.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.0	$2.1M	50k	42.56	View chart
Palantir Technologies Cl A (PLTR)	1.8	$1.9M	11k	177.75	View chart
Apple (AAPL)	1.6	$1.7M	6.1k	271.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$1.2M	38k	32.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$820k	22k	38.11	View chart
Dimensional Etf Trust International (DFSI)	0.7	$722k	17k	42.85	View chart
NVIDIA Corporation (NVDA)	0.7	$702k	3.8k	186.50	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$677k	16k	43.43	View chart
Microsoft Corporation (MSFT)	0.6	$671k	1.4k	483.75	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.6	$662k	13k	51.80	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$584k	18k	32.94	View chart
Lowe's Companies (LOW)	0.4	$385k	1.6k	241.16	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.3	$352k	4.6k	76.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$352k	4.6k	77.02	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$350k	7.0k	49.90	View chart
Bristol Myers Squibb (BMY)	0.3	$335k	6.2k	53.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$327k	532.00	614.42	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$305k	9.3k	32.80	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$302k	7.3k	41.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$296k	606.00	487.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$285k	6.1k	46.80	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$284k	8.6k	32.89	View chart
Lockheed Martin Corporation (LMT)	0.3	$276k	570.00	483.63	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$246k	3.3k	74.25	View chart
JPMorgan Chase & Co. (JPM)	0.2	$238k	738.00	322.22	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$209k	7.9k	26.42	View chart

Past Filings by Professional Financial Solutions

SEC 13F filings are viewable for Professional Financial Solutions going back to 2025

Professional Financial Solutions 2025 Q4 filed Feb. 19, 2026

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